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Office Toolbar - Inventory - New Transaction: Office Toolbar - Transaction History - Double click the Order Office Toolbar - Order Search The Invoice form manages all kinds of transactions. The first section here outlines the toolbar of the Invoice form. {{:office:transaction_management:invoicetoolbar.jpg|}} ===== Invoice Toolbar: ===== ^New|| |New -| Adds new items| |Inventory Items|| |File From Template|| |Open Templates folder || |New Template|Word Templates| |Save |Saves changes |Print |Preview as Quote, Invoice, Packing Slip |Packing Slips| include Barcodes in Barcode format of items. |Email|Emails Invoice, Quote, or Packing slip through Outlook.| |Export to Excel| Exports transaction details to excel.| |Que Barcode Labels| Prints out Barcode labels for all items in order, by number of item quantity. |Import From File|Imports standardized Excel Import file.| ^Edit|| |Active Order| - Active orders are order that are worked on, and in the POS they are orders that will not be cleared out of the daily transaction log.| |Copy Details | This will copy the transaction items from the current order into a new order.| |Mark All Items As On Order | This will mark items on order for inventory tracking.| |Add Payment | Makes payment for order.| |Receive Rentals | Marks all items in order, that are rentals, as back in stock. | |Receive Order |Receives all items into inventory.| |Apply Tax | Applies tax to all items that are marked as taxable, and have a tax lookup.| |Remove Tax | Removes tax from all items.| |Close Order | Marks items as received and places completion date on order.| |Generate Re-Order List|Generates a list of items to be reordered when there is a vendor. If there is no vendor selected a list of items with no vendor will be displayed.|